Our first release for July balances administrative empowerment with data visualisation. This week, we have introduced a visual shareholding organogram tool and a collaborative template customisation library for corporate secretarial teams, alongside critical calculation guardrails to protect your ITR14 and IRP6 seasonal submissions.
Tax Management
This update focuses on deepening platform self-service support, improving pre-submission calculation accuracy, and refining tracking status logic based on feedback from our support desk.
Streamlined Support Integration and Navigation
To deliver a more integrated support experience, we have completely overhauled our Help section. All FAQ and Support links have been redirected to our
Centralised knowledge base. Additionally, we have introduced direct, quick-access links to our official Release Notes and a brand-new
"What’s New" section on our website, making it effortless to stay up to date with product advancements.
Furthermore, to ensure a smoother administrative workflow, we have increased the size and prominence of the ITR14 PDF download button, moving it to the centre of the page so it is instantly visible.
You will also notice our fresh, modernised Konsise logo implemented across the entire application interface.
Intelligently Calibrated Payment Tracker
Following extensive analysis of client support queries, we have refined the underlying rules governing our Payment Tracker. The system now features updated determination status rules specifically for the ITR14, ITR12 and ITR12T, alongside comprehensive scenario mapping. This removes ambiguity and provides precise tracking for every client liability.
Critical Submission and Calculation Safeguards
We have ironed out key validation friction points within our core filing engines to ensure absolute stability before the August provisional run:
- Tax Calculator Fixes: Resolved underlying calculation bugs within the internal ITR14 Tax Calculator tool.
- Data Field Retention: Fixed a bug where the Contributed Tax Capital and Profit Code fields were occasionally clearing themselves during the ITR14 data-entry process.
- Validation Rule Cleanup: Corrected an issue where the Trading Indicator was being set incorrectly, and removed irrelevant Partnership field warning messages from non-partnership returns.
- Request Cards Restoration: Resolved a technical glitch that blocked users from successfully downloading attached files directly from client request cards.
- IRP6: Addressed the final round of user-reported bugs to guarantee full performance readiness for the upcoming provisional season.
Entity Management
The Entity Management module receives significant visualisation upgrades in this version, alongside deep structural fields to monitor corporate equity capital configurations.
Interactive Shareholding Organograms
Corporate structures can be notoriously complex to explain to clients or auditors. To solve this, we have launched a full Shareholding Organogram tool for Companies. This feature dynamically charts and displays all active shareholders of an entity and its underlying subsidiaries, providing a clear visual map of corporate control. For presentation and reporting purposes, the organogram can be exported as a high-quality PDF or PNG image.
Collaborative Template Library
We are giving practices more control over their corporate governance layout standards with the rollout of our new Template Library. This portal lists all standard documentation available within the platform and introduces an entry-level customisation utility. Users can now share custom layout templates with the Konsise team and log direct customisation requests. This feature initially supports Director-related resolutions, with other secretarial modules rolling out soon.
Advanced Capital Tracking and Documentation
- Calculated Share Capital & Premium: We have introduced advanced structural data fields for tracking Share Capital, Premiums, and Stated Capital across share classes. These values are automatically calculated based on your recorded share classes, historical transfers, and corporate distributions.
- Expanded Trust and Secretarial Library: Our document portfolio continues to grow with the addition of a Trustee Resignation Letter PDF, alongside a wave of new editable Microsoft Word (.docx) formats for Trusts, Auditors, and Directors.
- Transfer Confirmation View: You can now instantly review historical data by clicking the three-dot menu on any transfer entry to pull up a view-only Transfer Confirmation Screen.
Workflow Improvements
- Navigational Optimisation: Saving a Take-On Share will now keep you directly on the Take-On page to support continuous data entry, rather than automatically redirecting you to the Allotment tab.
- Expanded Character Limits: We have increased the maximum character limit for entity names to accommodate longer, complex corporate titles.
- Par Value and Market Adjustments: To keep workspaces tidy, Nominal and Premium fields will now automatically hide if a share class is designated as non-par value. Additionally, the recently added Market Value field on transfers has been made non-mandatory.
Crucial Bug Fixes and Guardrails
- Time Machine Date Calibration: Fixed an interface bug where selecting the absolute first or last day of a calendar year forced the Share Register Time Machine filter to jump unexpectedly into the subsequent year.
- Director End-Date Validation: Resolved an issue where attempting to reset or clear a Director's end date threw an incorrect error message, allowing for seamless reinstatement.
- Allot-To-Many Precision: Corrected bugs within the Allot-To-Many edit dialogue where transaction dates were failing to display and the Total Paid amount was pulling through incorrectly.
- Transactional and Display Polishing: Fixed a shareholder dropdown layout glitch that clipped the first name on the Many-to-Many transfer menu, eliminated duplicated download buttons for Share Transfer Board Resolutions, and corrected a filename formatting issue where non-numeric transaction numbers caused data rows to hide.
- Shareholder Signatory Linkage: Resolved an issue where the "Active" status column on a company's Shareholder tab displayed as blank, which previously prevented those specific shareholders from pulling through as automatic signatories on resolutions.
These updates ensure that Konsise remains the most robust, visually capable, and legally airtight environment for your professional practice.